First Commonwealth Financial Solutions Specialist III
As a First Commonwealth Financial Solutions Specialist III, you will live out our mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employee plays in delivering on our customer service promise every day. You have a passion for building relationships, educating, advising, and identifying opportunities to equip our customers and employees with financial solutions that will help them achieve financial confidence. You will own issues from beginning to end and keep the financial solutions center running smoothly and efficiently. In partnership with your manager, you will help drive consumer sales through consistent and ongoing development activities focused on expanding existing customer relationships and engaging new prospects to win both their personal and business-related banking relationships. You will also help your manager engage and develop the rest of the team by participating in and leading peer-to-peer coaching and role playing, and help drive your personal development, because you know that, as a financial solutions specialist, you can change people's lives.
As a financial solutions center specialist, you are eligible for quarterly sales and service incentives.
What Great Looks Like in This Role
Deepen Consumer Relationships
40% of your time will be spent growing relationships with your existing customer base. You will do this through the following activities :
- Stay connected with customers through onboarding and outbound calling
- Generate consistent and meaningful appointments weekly including prospects
- Identify partner referrals by asking purposeful questions
- Uncover consumer lending opportunities, with an emphasis on real estate secured
Grow Consumer Relationships
40% of your time will be spent establishing and growing consumer relationships through the following activities :
Manage your assigned top 500 customersUtilize marketing campaigns to inform customers about our productsAsk for referrals and advocate for the refer-a-friend programUse effective research, tools, and techniques for prospectingUse BUILD and BUILD 2.0 with every account openingChampion Operations and Compliance
10% of your time will be spent protecting the privacy and security of our customers. You will do this through the following activities :
Protect the privacy and security of our customersHave the right conversations around NSF / OD and other fee retentionFollow proper cash handling, teller differences, and dual control guidelinesAdhere to all audit guidelinesDelegate and oversee responsibilities for others to learn our internal controlsMitigate risk by adhering to FCB policies, procedures, and processesPersonal Development
10% of your time will be spent ensuring that you are engaging in the right activities to drive growth, both in balance sheets and in yourself. This will happen by engaging in the following activities :
Take ownership of your own developmentPractice and perfect your BUILD and BUILD 2.0 skillsDevelop knowledge of business productsStay a subject matter expert on our digital productsStay informed with Need2Know and First2KnowConduct and participate in peer to peer coaching and role playSeek feedback from peers and leadersComplete all required trainings in a timely mannerCustomer Experience
Every day, every customer, every interaction you will always have the following at the top of your mind :
Live our mission and core valuesBe a champion of our customer service promiseIncrease the sales effectiveness and efficiency of your team by championing BUILD and conducting consistent outbound callingPromptly follow-through and ensure you are the single contact for problem resolutionFollow the "one to say YES, two to say NO" ruleMaintain the highest standard of conduct and account integrity for yourself and your teamBona Fide Occupational Qualifications
A high school diploma or equivalentFive (5) or more years of relevant experience in a client-centric sales environment with a proven track record of exceeding assigned goals, delivering a high level of client service, and adhering to operational expectationsExcellent communications skills, passionate about helping others, motivated to learn, solutions-based sales skills, professionalism, resourcefulness, exceptional relationship-building skills, ability to excel in a complex and dynamic environmentTechnologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems)Must register and maintain current registration with the National Mortgage Licensing System & Registry (NMLS)A valid driver's license and ability / willingness to travel regionallyTravel required for training and coverage purposes.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities